Application for Request for a Tax Payment Plan and Your Responsibilities



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Transcription:

Application for Request for a Tax Plan and Your Responsibilities Attached you will find an application for requesting a Tax Plan from the New Durham Board of Selectmen. Please fully complete the application. Missing information will constitute an incomplete application, which cannot be processed. For your convenience a list of some of the required documentation that you must attach to the application is listed below: 1. Most recent W-2 Form and tax return. 2. Last 3 paycheck stubs. 3. Verification of Resources: a. Divorce Decree & Stipulation of Child Support; b. Documentation of Child Support payments Last 3 Months; c. Checking Account Statement Last 3 Statements; d. Savings Account Statement Last 3 Statements; e. Other Statements: Money Markets, 401K s, Investments, etc. Last 3 Months. 4. Verification of monthly mortgage payment, if applicable. 5. Utility bills (electric, natural gas/propane, oil/kerosene, etc.) Last 3 Months. 6. Documentation of other expenses ex telephone, cable TV Last 3 Months. 6. Picture ID. The Town Administrator or Board of Selectmen may require a credit check before making a decision. If you have any questions, please call 859-2091 and ask for the Town Administrator. You Must Provide All of the Items That Pertain to You at the Time of Your Interview. Your Appointment is scheduled for: : Time: in the Town Administrator s Office located at the New Durham Town Hall, 4 Main Street, New Durham, NH.

APPLICATION FOR TAX PAYMENT PLAN EACH QUESTION MUST BE ANSWERED Name Maiden Name Mailing Address Town State Zip Telephone Number Cell Phone Number Co Applicant, if applicable Relationship Telephone Number Map: Lot Street Address of property for which taxes are owed: Have you previously applied to the Town of New Durham for a Tax Lien Plan? Yes No If yes, When? What Address? Is Foreclosure pending? Yes No Is Bankruptcy Pending: Yes No List Everyone Who Lives In the Household, Beginning With Yourself and Co-Applicant, if applicable. (Add additional pages as needed.) Full Name Relationship Marital Status of Birth Social Security # Applicant List Current and Last Three Employers for Yourself and All Household Members (Add additional pages as needed.) Person s Name Employer s Name Weekly Wage Last Paid Reason for Leaving

ASSETS List All Vehicles of All Household Members including Boats, Motorcycles, ATV s, etc. (Add additional pages as needed.) Type Vehicle (ex Car, ATV) Make/Model/Year VIN # Registered To Monthly List Income Tax Information for Yourself and All Household Members. (Add additional pages as needed.) Person s Name Amount Owed Last Tax Return Filed Tax Refund Received Amount of Refund List All Assets - Personal and Business - for Yourself and All Other Household Members. (Add additional pages as needed.) Person s Name Cash On Hand or Accessible Amount In Savings Account Amt. in Checking Amount of Other Assets List if you or anyone in the Household Member Have Any of The Following: (Add additional pages as needed.) Name of Account Person s Name Total Value Amount of Penalty For Early Withdrawal Annuities Certificate of Deposit (CD s) Life Insurance Policy Mutual Fund Profit Sharing Retirement Account Savings Bonds Stocks Trust Fund 401K Other

List If You or Anyone In the Household Has Cashed in Any of the Above In the Last 6 Months. (Add additional pages as needed.) Person s Name What Type of Account Amount Received List If You or anyone in the Household Members Are Currently Receiving Income Or Benefits From the Following Sources (Add additional pages as needed.) Person Receiving Amount Benefit Received How Often (ex weekly vs. monthly) Aid to the Blind Assistance from friends, relatives, employer, etc Disability State/APTD Disability Short Tern Disability Long Term Food Stamps Fuel Assistance Electric Assistance Maternity benefits Medicaid Old Age Assistance Rent Received Retirement/Pension Severance Pay Social Security Social Security Disability (SSD) Temporary Aid to Needy Families (TANF) Unemployment Vacation Pay/Earned Time/Sick Pay Veteran s Pension Women, Infants & Children (WIC) Worker s Compensation Other List If You or Anyone In the Household Has Within the Last 6 Months Received or Is Expecting To Receive: An Inheritance Disability Insurance Claim Lump sum Settlement of Any Type Person That Received or is Receiving Benefit Type Benefit Amount

CHILD SUPPORT INCOME (Add additional pages as needed.) Child s Name Address Amount Received Last Received Due EXPENSES Child Support s You or Someone In the Household Must Make (Add additional pages as needed.) Child s Name Address Amount Paid Last Paid Due List All Household Expenses, Last Paid and the Amount Paid (Provide complete information) Expense Name On Bill Amount Frequency (ex. weekly, Last monthly) Paid Cable Car s Cell Phone Court Ordered s (Fines, Fees) Credit Card Diapers Electric Food Gasoline for Car Heating Oil/Kerosene Household Supplies Internet Land Line Phone Mortgage Personnel Loans Prescriptions Propane/Natural Gas Rent to Own Other (Explain)

Other Information That You Would Like the Board of Selectmen to Consider: Amount of Taxes and Interest Owed: $ of Tax Statement: Proposed Plan: (Amount to be paid each Month): I/We understand that: READ CAREFULLY BEFORE SIGNING I/We, the undersigned, voluntarily enter into this tax payment plan with the Town of New Durham. Any information provided on or with this application is subject to investigation and verification. Any misrepresentation of the information provided that is used in determining acceptance or rejection of you tax lien payment plane request would immediately terminate the plan. The Town Clerk would be notified to proceed to tax deed. Any change in my/our status must be reported to the Town Administrator within 3 working days. Failure to do so may result in termination of the approved tax lien payment plan. My/Our signature(s) below constitute(s) the granting of my/our authority for the Town of New Durham to obtain verification and or proof from all sources concerning my/our household's circumstances. Applicant's Signature Co-Applicant s Signature

Applicant, Co Applicant(s) do not sign the following until the conclusion of the intake interview. I/We hereby certify that all notes and/or alterations written on my application by the Town Administrator or their designee during this intake process accurately reflect my responses to questions and any additional information I/We provided. I/We further certify that all written and verbal information I have provided has been truthful and without omissions to the best of my knowledge. Applicant's Signature Co-Applicant s Signature I hereby certify that Print Name Print Name(s) signed the above in front of me at the conclusion of the interview conducted on.. Town Administrator s (or designee) Signature:

APPLICANT'S AUTHORIZATION TO FURNISH INFORMATION I/We authorize any relative, lawyer, banker, check cashing service, employer, former employer, insurance company, health care provider, mental health professional, pharmacy, hospital, emergency care facility, ambulance service, police, Sheriff, State Police, firefighter, EMT, Red Cross, Salvation Army or any persons or organizations concerning my/our circumstances to furnish such information to the New Durham Town Administrator. I/We further authorize the Internal Revenue Service, Social Security Administration, any State or County Division of Health and Human Services, Division of Children Youth and Families, Division of Adult and Elderly, NH Legal Assistance, any City/ Town Welfare Department, shelter, Department of Employment Security, Veteran's Administration, Southern NH Services, or any non profit agency to release information from their flies to the Town of New Durham Town Administrator. Applicant's Signature Co-Applicant s Signature

Authorized Expenses per New Durham Welfare Guidelines Expense Allowed (Yes/No) Amount Allowed Cable Not Allowed Car Insurance Allowed Maximum of $75/month Car s Medical Appointments and Job Maximum of $ 300/month Searches OR essential to the maintenance of the individual Cell Phone Either Cell OR Land Line IF Only Basic Rate medically necessary Court Ordered s Allowed Based on Court Decision (Fines, Fees) Credit Card Not Allowed Diapers Electric Allowed Actual Amount Food Allowed?????? Gasoline for Car Medical Appointments and Job Searches Rochester $ 30/; Dover $ 40/; Portsmouth $ 50/ Heating Oil/Kerosene Allowed Actual Amount Health Insurance Allowed Actual Amount Household Supplies Internet Only if Work Related Only Basic Rate Land Line Phone Either Cell OR Land Line IF Only Basic Rate medically necessary Mortgage Allowed Actual Amount Personnel Loans Not Allowed Prescriptions Allowed After Other Payers Actual Amount after other payers Propane/Natural Gas Allowed Actual Amount Rent to Own Allowed Actual Amount Other (Explain) Utilities Arrearages are not included. See pg 15 of the Welfare Guidelines